Permission Groups - Overview

Permission groups allow employees to access the system and are organized according to Staff & Performance Development sections: Data Collection, Experience, Forms, Reports, Employees and Administration.  Employees can be added to groups according to: employee position, individual employee name or combinations of both.

Note: It is recommended that permission groups be created early in the set up process. Employees will not be able to access Staff & Performance Development unless they have been added to a permission group.

Administrators Group
User Created Permission Groups 
Permission Group Settings
Notifications when Employees are not assigned to a Permissions Group

Access the Administration section from Staff & Performance Development menu.

 

Permission Groups 

Note: Permission groups are connected to employee team connections and positions. It is recommended, but not required, to create employee teams and positions before creating permission groups. 

1. Click the Permission Groups tab.
2. The Administrators group is the default permission group.
   • Can edit Positions and Employees to accommodate organization needs.
   • Cannot delete because it is the default permission group and built into the system.
3. Click Add Group button to add new permission group.
4. Click Actions menu for user created groups to Edit or Delete group.
   
   • Clicking on the group name is another way to open the edit page.
5. Click Actions menu for Administrators group to Edit associated Positions and Employees. 
   
   

Administrators Group

• The default permission group
• Cannot be deleted

1. Click Edit from the Actions menu or click on group name.
2. The Administrators group page displays.
3. All permissions are checked allowing access to all areas of Staff & Performance Development.
   • Permissions display in a nested tree format and are organized according to Staff & Performance Development sections: Data Collection, Experience, Forms, Employees, Administration and Reports.
4. Edits can be made to access Staff & Performance Development by Positions and Employees.
5. Click Save button to save edits.
6. Modal displays to confirm permission group updates and remind users that changes may affect protected information.
7. Click Cancel button to return to Permissions Groups page. Edits will not be saved.
   
   

User-Created Permission Groups

Allow employees to access Staff & Performance Development through position and team connections. 

1. Click group name or the Edit link from the Actions menu. 
2. The permission group information page displays showing group details. Users can make edits to all detail fields.
   

   Note: *indicates required field

   • Group Name*
   • Description
   • Positions
   • Employees
     
     
3. Enter Positions. This is not a required field but is a way to select employees for a group.
   • We recommend adding your organization's positions into the system before creating permission groups. 
   • Selecting positions is a way to organize employees for a group . When selected, employees in the user's organization who have the position title are able to access Staff & Performance Development according to the permissions selected.
     For example, in the video below all RBTs will have access to Staff & Performance Development according to the selected permissions.
4. Enter Employees. This is not a required field but is a way to select individual employees for a group.
   • Enter employee information into the system before creating permission groups.
   • Selecting employees is a way to organize employees for a permission group . Selected employees are able to access Staff & Performance Development according to the permissions selected.
     For example, in the video below the employees selected  (Jim and Pam) will have access to Staff & Performance Development according to the selected permissions in addition to the RBTs in the organization.
5. Permissions display in a nested tree format and are organized according to Staff & Performance Development sections: Data Collection, Experience, Forms, Employees, Administration and Reports.
6. Click the caret next to the group name to expand and hide group permission settings.
   
   

Permission Group Settings

1. Permission groups are organized in a nested tree format.
2. Use carets to expand and collapse selected group sections or all sections.
3. Sections turn green as permissions are selected.
4. Click the information icon  to learn more information. Information displays text box or diagram format. 
   
   

Notifications when Employees are not assigned to a Permissions Group

Note: click links for more information on adding and editing employees' information.
Add Employee
Edit Employee Information

Employees need to be assigned to a permission group or to a position that is part of a Permission Group in order to access Staff & Performance Development. Popups display to Administrators and employees when Permission Groups are not assigned.   

• Popup displays to administrators when managing employee details if the employee has not been assigned to a permission group or a position connected to a Permission Group. 
  
  
• Popup displays to employees if they have not been assigned to a permission group and cannot use the system.